Legacy Financial Strategies, LLC
OVERLAND PARK KS · SEC CIK 0001723925
$6.46亿2026Q2 申报市值
152持仓数
67.2%前十大占比 · 第一大 15.4%
18 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SDSI 加仓+$1,670.87万
NUE 新建仓+$200.99万
ITW 新建仓+$186.56万
ERIE 新建仓+$157.28万
SCHB 加仓+$147.10万
2026Q2 卖出最多 按季末市值估算
EXPD 减仓-$224.26万
SPGI 减仓-$164.46万
MKC 清仓-$163.67万
AGG 减仓-$73.27万
MUB 减仓-$57.11万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $9,939.25万 | 15.39% | 2,937,132 | 37,701 | 1.3% | $127.58万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,718.94万 | 11.96% | 2,665,380 | 50,793 | 1.9% | $147.10万 | 加仓 |
| AGG | ISHARES TR | $4,537.02万 | 7.03% | 458,378 | -7,403 | -1.6% | -$73.27万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $4,443.53万 | 6.88% | 487,176 | 5,323 | 1.1% | $48.55万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,314.40万 | 6.68% | 483,677 | 13,536 | 2.9% | $120.74万 | 加仓 |
| IGM | ISHARES TR | $4,183.43万 | 6.48% | 255,742 | -318 | -0.1% | -$5.20万 | 减仓 |
| DGRO | ISHARES TR | $3,171.16万 | 4.91% | 418,414 | 4,047 | 1.0% | $30.67万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,990.48万 | 3.08% | 53,791 | 836 | 1.6% | $30.94万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $1,695.08万 | 2.63% | 330,104 | 325,389 | 6,901.1% | $1,670.87万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,386.60万 | 2.15% | 437,276 | 805 | 0.2% | $2.55万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,237.96万 | 1.92% | 18,874 | 398 | 2.2% | $26.11万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,084.50万 | 1.68% | 54,201 | 73 | 0.1% | $1.46万 | 加仓 |
| AAPL | APPLE INC | $925.50万 | 1.43% | 31,984 | 247 | 0.8% | $7.15万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $783.39万 | 1.21% | 48,495 | 4,234 | 9.6% | $68.40万 | 加仓 |
| MUB | ISHARES TR | $775.32万 | 1.20% | 72,042 | -5,307 | -6.9% | -$57.11万 | 减仓 |
| CAT | CATERPILLAR INC | $697.88万 | 1.08% | 6,554 | -321 | -4.7% | -$34.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $638.63万 | 0.99% | 8,552 | -11 | -0.1% | -$8,214 | 减仓 |
| IJR | ISHARES TR | $582.17万 | 0.90% | 39,253 | -1,541 | -3.8% | -$22.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $505.52万 | 0.78% | 7,360 | -650 | -8.1% | -$44.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $484.33万 | 0.75% | 9,679 | -120 | -1.2% | -$6.00万 | 减仓 |
| WMT | WALMART INC | $370.94万 | 0.57% | 32,751 | -882 | -2.6% | -$9.99万 | 减仓 |
| AFL | AFLAC INC | $365.78万 | 0.57% | 31,197 | -1,852 | -5.6% | -$21.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $359.52万 | 0.56% | 9,638 | -750 | -7.2% | -$27.98万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $337.65万 | 0.52% | 18,238 | -1,105 | -5.7% | -$20.46万 | 减仓 |
| LIN | LINDE PLC | $330.50万 | 0.51% | 6,369 | -300 | -4.5% | -$15.57万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $326.50万 | 0.51% | 9,482 | -466 | -4.7% | -$16.05万 | 减仓 |
| AMZN | AMAZON COM INC | $320.92万 | 0.50% | 13,465 | -361 | -2.6% | -$8.60万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $313.20万 | 0.49% | 18,181 | -1,286 | -6.6% | -$22.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $305.85万 | 0.47% | 34,846 | -3,848 | -9.9% | -$33.77万 | 减仓 |
| GOOGL | ALPHABET INC | $303.69万 | 0.47% | 8,498 | 95 | 1.1% | $3.39万 | 加仓 |
| NDSN | NORDSON CORP | $302.85万 | 0.47% | 10,038 | -665 | -6.2% | -$20.06万 | 减仓 |
| CTAS | CINTAS CORP | $302.39万 | 0.47% | 17,779 | -634 | -3.4% | -$10.78万 | 减仓 |
| GWW | WW GRAINGER INC | $285.42万 | 0.44% | 2,098 | -65 | -3.0% | -$8.84万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $284.30万 | 0.44% | 20,640 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $273.80万 | 0.42% | 12,418 | -681 | -5.2% | -$15.02万 | 减仓 |
| FAST | FASTENAL CO | $264.65万 | 0.41% | 55,100 | -3,686 | -6.3% | -$17.70万 | 减仓 |
| AVGO | BROADCOM INC | $255.51万 | 0.40% | 6,764 | 223 | 3.4% | $8.42万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $250.30万 | 0.39% | 102,794 | -216 | -0.2% | -$5,260 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $246.32万 | 0.38% | 10,999 | -156 | -1.4% | -$3.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $231.50万 | 0.36% | 2,006 | 208 | 11.6% | $24.00万 | 加仓 |
| IUSV | ISHARES TR | $228.24万 | 0.35% | 20,721 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $219.71万 | 0.34% | 7,886 | -118 | -1.5% | -$3.29万 | 减仓 |
| MCD | MCDONALDS CORP | $212.11万 | 0.33% | 7,847 | -465 | -5.6% | -$12.57万 | 减仓 |
| BRO | BROWN & BROWN INC | $208.69万 | 0.32% | 32,531 | -4,443 | -12.0% | -$28.50万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $201.47万 | 0.31% | 2,640 | 128 | 5.1% | $9.77万 | 加仓 |
| NUE | NUCOR CORP | $200.99万 | 0.31% | 9,023 | 9,023 | — | $200.99万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $193.82万 | 0.30% | 21,360 | -1,644 | -7.1% | -$14.92万 | 减仓 |
| TSLA | TESLA INC | $189.69万 | 0.29% | 4,510 | 92 | 2.1% | $3.87万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $187.92万 | 0.29% | 3,235 | 545 | 20.3% | $31.66万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $186.56万 | 0.29% | 6,898 | 6,898 | — | $186.56万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $181.11万 | 0.28% | 5,533 | -150 | -2.6% | -$4.91万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $178.29万 | 0.28% | 5,269 | -313 | -5.6% | -$10.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $166.03万 | 0.26% | 14,231 | 1,008 | 7.6% | $11.76万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $163.39万 | 0.25% | 32,360 | 1,695 | 5.5% | $8.56万 | 加仓 |
| ERIE | ERIE INDTY CO | $157.28万 | 0.24% | 6,560 | 6,560 | — | $157.28万 | 新建仓 |
| ABBV | ABBVIE INC | $135.44万 | 0.21% | 5,382 | -412 | -7.1% | -$10.37万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $122.64万 | 0.19% | 2,568 | 83 | 3.3% | $3.96万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $114.98万 | 0.18% | 15,663 | -277 | -1.7% | -$2.03万 | 减仓 |
| META | META PLATFORMS INC | $114.23万 | 0.18% | 2,028 | -274 | -11.9% | -$15.43万 | 减仓 |
| GOOG | ALPHABET INC | $113.15万 | 0.18% | 3,202 | 133 | 4.3% | $4.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.90万 | 0.17% | 4,518 | 1 | 0.0% | $237 | 加仓 |
| LLY | ELI LILLY & CO | $101.28万 | 0.16% | 844 | 63 | 8.1% | $7.56万 | 加仓 |
| TMUS | T-MOBILE US INC | $100.00万 | 0.15% | 5,962 | 428 | 7.7% | $7.18万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $97.65万 | 0.15% | 6,154 | -242 | -3.8% | -$3.84万 | 减仓 |
| SPGI | S&P GLOBAL INC | $97.07万 | 0.15% | 2,384 | -4,039 | -62.9% | -$164.46万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $89.39万 | 0.14% | 35,136 | -932 | -2.6% | -$2.37万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $88.31万 | 0.14% | 10,192 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $85.57万 | 0.13% | 5,500 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $84.73万 | 0.13% | 6,203 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $84.47万 | 0.13% | 719 | 58 | 8.8% | $6.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $80.66万 | 0.12% | 1,095 | 492 | 81.6% | $36.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $77.97万 | 0.12% | 3,070 | -33 | -1.1% | -$8,381 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.63万 | 0.12% | 3,555 | 1 | 0.0% | $213 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $64.59万 | 0.10% | 20,769 | -10,536 | -33.7% | -$32.77万 | 减仓 |
| ASML | ASML HLDG NV | $64.26万 | 0.10% | 323 | 32 | 11.0% | $6.37万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $63.02万 | 0.10% | 1,863 | 8 | 0.4% | $2,706 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $61.69万 | 0.10% | 7,986 | -283 | -3.4% | -$2.19万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.34万 | 0.10% | 2,181 | -1,002 | -31.5% | -$28.18万 | 减仓 |
| V | VISA INC | $60.23万 | 0.09% | 1,756 | 46 | 2.7% | $1.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $58.95万 | 0.09% | 3,730 | 2,300 | 160.8% | $36.35万 | 加仓 |
| WMB | WILLIAMS COS INC | $58.42万 | 0.09% | 7,858 | 14 | 0.2% | $1,041 | 加仓 |
| SO | SOUTHERN CO | $56.83万 | 0.09% | 5,938 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $55.86万 | 0.09% | 1,638 | -191 | -10.4% | -$6.51万 | 减仓 |
| HON | HONEYWELL INTL INC | $54.80万 | 0.08% | 2,448 | -2,457 | -50.1% | -$55.00万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $54.08万 | 0.08% | 2,446 | 2,446 | — | $54.08万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.86万 | 0.08% | 554 | 65 | 13.3% | $6.08万 | 加仓 |
| COHR | COHERENT CORP | $49.23万 | 0.08% | 1,248 | 1,248 | — | $49.23万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $49.20万 | 0.08% | 1,311 | 169 | 14.8% | $6.34万 | 加仓 |
| — | EATON VANCE NATL MUN OPPORT | $48.78万 | 0.08% | 27,684 | -2,863 | -9.4% | -$5.04万 | 减仓 |
| GLD | SPDR GOLD TR | $47.82万 | 0.07% | 1,298 | -145 | -10.0% | -$5.34万 | 减仓 |
| NOBL | PROSHARES TR | $46.13万 | 0.07% | 8,214 | -448 | -5.2% | -$2.52万 | 减仓 |
| IWM | ISHARES TR | $44.62万 | 0.07% | 1,485 | 1,485 | — | $44.62万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $42.74万 | 0.07% | 4,111 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $42.71万 | 0.07% | 2,242 | 0 | 0.0% | — | 不变 |
| USAC | USA COMPRESSION PARTNERS LP | $42.22万 | 0.07% | 16,000 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $41.27万 | 0.06% | 6,109 | 4 | 0.1% | $270 | 加仓 |
| ETN | EATON CORP PLC | $39.20万 | 0.06% | 920 | 106 | 13.0% | $4.52万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.18万 | 0.06% | 557 | -19 | -3.3% | -$1.34万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.99万 | 0.06% | 20,391 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $38.98万 | 0.06% | 2,392 | -13,761 | -85.2% | -$224.26万 | 减仓 |